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Linkfest: 09 August, 2022

Some stuff I am reading today morning:

Equity mutual funds inflow drops 43% in July (Rediff)

Lok Sabha passes Bill to promote green energy (BT)

Binance battle with WazirX escalates (FE)

Tata Motors’ buyout of Ford’s Sanand plant (BS)

What will it take for ONDC to succeed? (Forbes)

EV: Tech Clash (Fortune)

Bridge loans for startups (A VC)

Things are as clear as mud (Irrelevant Investor)

Iran Nuclear talks end with ‘Final Text’ (Oil Price)

Dalio’s US-China conflict gauge is off the charts (Zero Hedge)

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Links

Linkfest: 08 August, 2022

Some stuff I am reading today morning:

RBI Governor’s Statement (RBI)

What to expect at Reliance AGM (BS)

Akasa Air takes off (BT)

45,000 Cr of IPOs cleared by SEBI (MC)

Stock Talk: Britannia Industries (FE)

The damning order of ED against WazirX (ED)

US recession is coming (CNN)

The power of long holding periods (Will Thorndike)

Getting to happy (Humble $)

Tails, you win (Morgan Housel)

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Links

Linkfest: 05 August,2022

Some stuff I am reading today morning:

RBI MPC meet today (Mint)

Oil goes below $90 (Oil Price)

Competition heats up for India oil market (BS)

Bank of England raises interest rates by 50 bps (MC)

SEBI orders forensic audit of Future Retail (BT)

The Religion of Speculation (Young Money)

You don’t need to know what a company does (Onveston)

Reality catches up (Morgan Housel)

Crypto: Scaling Ethereum (ZH)

2Q 2022 Letter to Investors (Greenlight Capital)

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Links

Linkfest: 04 August, 2022

Some stuff I am reading today morning:

PLA drills around Taiwan to continue (Global Times)

DRI detects custom duty evasion of Rs. 2,217 Cr by Vivo India (Fortune)

Shipping firm Maersk warns of weak global demand (CNBC)

What will make Indigo earn profits? (MC)

Spicejet up for sale (Money Life)

Uber sells entire stake in Zomato (BS)

Lockin expiring for internet stocks (BT)

Pet food category turns profitable for FMCG cos (FE)

Crypto: Solana Wallet hack (Decrypt)

Investor Memo on 10th Anniversary (Sage One)

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Links

Linkfest: 03 August, 2022

Some stuff I am reading today morning:

China vows military operations around Taiwan (SCMP)

Changes to windfall tax (MC)

Uber to exit Zomato in 3,300 Cr block deal (FE)

Gujarat’s Chiripal Group under IT scanner (Money Life)

ED probing crypto exchange WazirX for money laundering (BT)

Adani Enterprises becomes 4th Adani co to cross 3L Cr market cap (BS)

The turnaround of Yash Pakka (Forbes)

What ails Byju’s? (Fortune)

4th Anniversary Newsletter to Investors (Aurum Capital)

Q2 2022 Letter to Investors (Massif Capital)